Show Notes
In the bizarro relay marathon that is the fusion race, the baton is firmly in the hands of the startups. The outcome, to be sure, is still uncertain, but the question isn’t whether humanity will achieve commercial fusion, but which companies will, with which approaches, when? Fusion, many believe, will be one of humanity’s greatest triumphs: we will be able to generate energy in the same way that stars do, right on earth. And in this episode, Packy and Julia talk to some of the people who are most likely to make it happen. They'll answer the question of “Why now?” for fusion, and for startups in particular, dive into their business models and the economics of a fusion plant, and discuss what a rollout of fusion across the globe might look like.
Thank you to this episode’s guests: David Kirtley, Sehila Gonzalez, Clay Dumas, JC Btaiche, Francesco Sciortino, Clea Kolster, Ryan Umstattd, Derek Sutherland, and Ian Hogarth.
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Timestamps: (00:00) The fusion race (04:54) Why now? What changed? (10:28) Commonwealth (13:21) Fuse Energy (23:35) Proxima Fusion (31:10) Zap Energy (39:09) Helion Energy (52:30) The unit economics of a fusion plant (1:01:24) Fusion commercial rollout (1:05:03) Recap
This show is produced by Turpentine: a network of podcasts, newsletters, and more, covering technology, business, and culture — all from the perspective of industry insiders and experts. We’re launching new shows every week, and we’re looking for industry-leading sponsors — if you think that might be you and your company, email us at [email protected].
Credits: Nancy Xu produced this season of Age of Miracles. Audio editor: Justin Golden. Video editor: Nancy Xu. Executive producers: Amelia Salyers, Packy McCormick, and Erik Torenberg.
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We can live in an Age of Miracles, but it’s going to take a lot of work. Energy abundance is the most important thing we can work towards as a species. More than simply surviving climate change, we have the opportunity to unlock a new level of human thriving if we can successfully navigate this transition. That’s why we chose to do the first season of Age of Miracles on the energy sources of the future. In this episode of Age of Miracles, the final episode of season one, Packy and Julia reflect on the importance of energy abundance, how nuclear energy helps us unlock it, and what the future might look like when we do. Thank you to all of our guests this season for making this show possible—we're so grateful.